Processing

Once a TM product has been set up, use this option to process it. Draw will be calculated based on the addresses selected, and distribution documents such as bundle tops will be generated.

Note: If you are selecting a target audience based on whether they subscribe to a publication, it is a good idea to run Transaction Processing for the publication and publishing day before processing the TM product.

To process a TM product:

• Click the Process button () to display the TM Processing window.

  
• Click Add and enter the processing information. You can choose to process the selection, print distribution documents, or both. If you do not process the selection, the distribution documents will reflect the last selection set processed for that product.

  Field	Type	What to enter
  PRODUCT	setup	Enter the TM product to process.
  DELIVERY DATE	date	Enter the date on which the TM product will be delivered. This date determines which routes and carriers will deliver the product based on its specified publication. This should be the same date that is used when entering press room history.
  SELECTION TYPE	predefined	Indicate if processing is for regular selection, alternate selection, an address import file, a draw import file, or none. If a sub-product is entered in Product, this field will default to “none” and be skipped. This allows you to produce reports without creating a selection.
  IMPORT FILE NAME	open (30)	If the Selection Type is “address import” or “draw import”, enter the name of the file to be imported. The file must reside in /dti/exchange/cm and be formatted as follows: • The address import format of the file must be: AddressID OccupantID or “AddressID” “OccupantID” In both cases, there must be a space between the two fields. • The draw import format of the file must be: “RouteID” “Copies” Again, there must be a space between the two fields.
  FINAL PROCESS	yes/no	Select the Final Process checkbox only if the selected TM product is a sub-product. When Final Process is selected, the required TM draw will be calculated using the draw percentage rules defined in sub-product setup, taking into consideration any pending draw changes of the core publication. All pending draw changes used during processing will be written to the process log.
  SELECTION DATE	date	Enter the date for which records should be selected for processing.
  CREATE TM DRAW	yes/no	Indicate whether TM draw should be created when this product is processed. Note: You must select this checkbox in order to create bundle tops, truck manifests, and delivery credits.
  CREATE BUNDLE TOP MESSAGES	yes/no	Indicate whether bundle top messages should be created for this product during processing.
  CREATE TASKS	yes/no	Indicate whether tasks should be created during this process. In order to create tasks, a task type and event must be defined for the TM product in Task setup.
  CREATE CONTACTS	yes/no	Select this checkbox if you want to generate contact records for selected addresses/occupants. See Creating Contacts with Targeted Marketing for more information.
  CREATE ROUTE DRAW	yes/no	Indicate whether draw changes should be created as part of TM processing. If you select this checkbox, the Draw Change Information window appears. See Creating Draw Changes with Targeted Marketing for more information.
  CREATE SUBSCRIPTIONS	yes/no	Indicate if you are creating third-party subscriptions with this process. If you select this checkbox, the Third Party Subscription Information window will appear. See Creating Third-Party Subscriptions with Targeted Marketing for more information.
  CREATE COMMUNICATION HISTORY	yes/no	If you are processing a TM product in order to select occupants for a newsletter, alert, or other communication, check this field to create communication history. Communication history records will then be created for the occupants selected, and can be viewed in Customer Service.
  CAMPAIGN	setup	If these TM records are for a specific campaign, enter the campaign ID.
  WEEK	integer (2)	Enter the week number of the campaign (e.g., “3” for week 3 of a campaign).
  ALTERNATE SELECTION	predefined	Select draw (the draw for all of the delivery product’s routes will be used), household count (the household count for all of the delivery product’s routes will be used, as defined in Route Setup), or non-subscribers (the difference between the household count and the draw will be used).
  ROUTE TYPE	predefined	If the alternate selection is “draw”, then route types of single copy and route can be selected. If the alternate selection is “household” or “non-subscribers”, only route can be selected.
  DRAW TYPE	predefined	Select actual, advance, or pending. This field is used only for alternate selection.
  SELECTED ROUTES	yes/no	If you entered an alternate selection method in the field above, indicate whether only the routes defined in the TM product’s selection set should deliver the TM product. If this is not selected, all routes will be included.
  PROCESS EXCLUSIONS	yes/no	Select this checkbox to exclude addresses from the alternate selection and reduce the draw by the number of addresses found when processing excluded selections. TM will process all excluded criteria as if they were included, and then deduct that number from the value calculated by the alternate selection.
  INCLUDE STANDING DRAW	yes/no	Indicate whether standing draw should be used in processing. Standing draw is entered on the Standing Draw tab in TM Setup. If standing draw is being used, it takes precedence over any draw created by processing.
  RUN REPORTS	yes/no	Indicate if Circulation should generate distribution documents for this product. Clicking the V/P Options button allows you to review and modify the documents that will be printed.
  PURGE SELECTION	yes/no	Indicate whether you want to delete the TM address and occupant selection records for this product after all processing is complete. If so, product history will be purged for delivery dates whose retention period has elapsed, as defined in TM setup. For example, if a TM product has 7 retention days, the product history for a 6/5 delivery will not be purged until processing is done on 6/13. Note that address and occupant selection records are needed to print TM product messages on bundle tops. Selecting this checkbox will not delete the selection setup.
  NOTES	open (unlimited)	Enter comments about this processing job, if desired.

• Click OK.

• Click Continue to begin processing. The reports and distribution documents will be displayed one after another. The standard viewing and printing options are available.

Creating Contacts with Targeted Marketing

Circulation can track outbound subscriber and non-subscriber contacts, with an option to display the source documents associated with them. For example, you may wish to send a “welcome to the neighborhood” letter to new residents, inviting them to sign up for a subscription. This letter is considered a contact. Information about it, as well as the document itself (if available), will be available in Customer Service when viewing the occupant or address record. If a customer calls in, you will know that she received the welcome letter, and you’ll be able to view the document she received.

• To create contacts, select the Create Contacts check box. The Contact Information window appears.

  
• Complete the following fields and click OK.

  Field	Type	What to enter
  DELIVERY DATE	date	Enter the date on which the document will be delivered.
  CONTACT TYPE	setup	Enter the contact type. Contact types must be set up in advance. See Contact Type in the Setup manual.
  SOURCE	setup	Enter the source code for these contact records.
  REASON	setup	Enter the contact reason. Contact reasons are associated with documents. Both must be set up previously. See Contact Reason and Documents in the Setup manual

Creating Draw Changes with Targeted Marketing

Draw changes for sample, service, or third-party copies can be created as part of TM Processing. The TM draw calculated for each home delivery route will adjust or replace the current sample, service, or third-party draw. For example, if non-subscribers were selected for product “Trib”, and Trib route 51A has 44 non-subscribers, a sample draw change of 44 will be created for the route. Note that TM feathering can be used to adjust the selection; for example, you may want to give sample copies to only 10% of the addresses selected.

To make draw changes:

• Select the Create Route Draw check box. The Draw Change Information window appears.

  
• Complete the following fields.

  Field	Type	What to enter
  BATCH	open (10)	Enter a batch ID of the draw adjustment batch that will be created.
  SOURCE, REASON	setup	Enter a source and reason code for the draw changes.
  DRAW TYPE	predefined	Indicate whether draw changes should be made to service, sample, or third party draw. Service copies replace damaged papers, while sample copies are handed out by carriers to nonsubscribers. Third-party draw is business-sponsored delivery to non-subscribers. Note: You can create third-party draw or third-party subscriptions, but not both. See Creating Third-Party Subscriptions with Targeted Marketing for more information.
  ADJUST/ REPLACE	predefined	Indicate whether the TM draw for each route should adjust or replace the service or sample draw. For example, if TM Processing selects 10 for a route, and “sample” is entered in DRAW TYPE, this field will determine whether 10 copies should be added to the route’s current sample draw (“adjust”), or whether 10 should be the new sample draw (“replace”).
  DELIVERY SCHEDULE	setup	Because draw is stored by delivery schedule, you must identify the delivery schedule for which the draw changes should be made.
  EFFECTIVE DATE	date	Enter the first date on which the draw changes should take effect.
  REVERSAL DATE	date	Enter the date on which the draw changes should be reversed, or leave this field blank if the draws should be change indefinitely. Note: You must enter a reversal date if the draw type is “third party”.

When the TM product is processed, the draw change batch will be created. The batch will be accepted automatically (it will not be suspended), and the draw change transactions will be processed when Transaction Processing is run for that date. TM documents, such as route lists, can then be given to carriers to help them deliver the copies.

Creating Third-Party Subscriptions with Targeted Marketing

Businesses can sponsor newspaper delivery to non-subscribers for selected dates or time periods. These papers are categorized as “third-party sponsored sales” and are considered paid circulation by AAM. In Targeted Marketing, you can create third-party route draw for a selected date, or individual third-party sponsored subscriptions for selected non-subscribers. You can create either route draw or subscriptions for third-party sales, but not both.

If you selected the Create Subscriptions check box in the TM Processing window, the Subscription Information window will appear.

In this window, you enter details about the new start transactions that will be created for the selected non-subscribers. The following describes the fields in this window.

Field	Type	What to enter
DELIVERY SCHEDULE	setup	Enter the delivery schedule for these new starts. The delivery schedule describes the days of the week on which the paper is delivered (for example, “daily” or “Sunday only”).
START DATE	date	Enter the first date on which third-party subscribers should receive the paper.
SOURCE	setup	Enter the source of the new start transactions, such as “3rdParty”. Note: Source codes must be set up in advance. You may want to set up a source code for each business that sponsors third-party sales, such as “Walgreens” and “Kmart”. Alternatively, you could set up a source code of “3rdParty” and a sub-source (see below) for each sponsoring business.
SUB SOURCE	setup	If this field is active, enter a more specific source. For example, if the source is “third party sales”, a subsource might be the name of the business sponsoring these new subscriptions.
REASON	setup	Enter the reason code for the new subscriptions. Note: To help identify TM new starts, you may want to set up a reason code to use exclusively for them.
EXPIRATION DATE	date	Enter the date on which the new subscriptions will expire.
AAM COLUMN	setup	This field defaults to “Third Party”, but it can also be blank or any valid AAM column. If the AAM column is “Third Party” or blank, the subscription will be assigned the normal AAM column for its subscription type and zone. If the subscription needs to be isolated from its normal AAM column, enter a value other than “Third Party”.
AAM ZONE	setup	Enter the default AAM zone for these subscribers. This value will be used only if an AAM zone for the subscriber’s address is not found or cannot be determined by the router.
CREATE OCCUPANT DEFAULT LAST NAME	yes/no open	If an occupant is not found at this address, an occupant record will be created if you select this checkbox. Enter a default last name for the occupant, such as “resident”.

Notes:

• A Business Rule— What is the reason code used for stopping third party sponsored subscriptions?, must be answered before using this feature. This question determines the reason code associated with the expiration of third-party subscriptions. It is in the Customer Services section.

• The TM Processing Information report includes a count of the number of subscriptions created.

• If a problem is encountered with a selected occupant during processing (for example, the occupant is already a subscriber), the occupant is skipped and a message is sent to the log file.

• After creating subscriptions, you can use the Start Audit report (Reports | Audit-Transaction | Start) to view a list of new subscribers created.

• If you want to undo the start subscriptions created by Targeted Marketing, use the Undo option (Options | Targeted Marketing | Undo) before the transactions have been processed. Transactions cannot be undone after they are processed.

Exporting Draw for a TM Product

If you wish to export draw for a TM product, the export is done as part of TM processing:

• Set up the TM product in the standard way.

• Define a format with a type of Insert Draw Export and assign it to the TM product.

• Process the TM product. TM draw figures for the product and run date will be exported to /dti/exchange/cm. The file name will be <TMProduct><Month><Day><Year>TM. For example, if the TM product “Shopper” was processed on 10/15/10, the file name would be Shopper101510TM. The file format is the same as for the publication draw export.

Note: Only subscribers selected for the TM product will be included in the draw figures exported.